CPC
SF

Cookson Peirce & Co’s Stifel SF Stock Holding History

Cookson Peirce & Co’s Portfolio SF Stock Details SF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-166,767
Closed -$10.5M – 314
2025
Q1 		$10.5M Sell
166,767
-822
-0.5% -$57.9K 0.53% 55
2024
Q4 		$11.9M Sell
167,589
-176
-0.1% -$12.6K 0.54% 50
2024
Q3 		$10.5M Buy
+167,765
New +$9.57M 0.49% 55

Other funds holding SF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Cookson Peirce & Co's SF Position: Q2 2025 in Review

Cookson Peirce & Co sold out of Stifel (SF) in Q2 2025, closing a stake of 166,767 shares — an estimated $10.5M sold.

Cookson Peirce & Co first reported a position in SF in Q3 2024 and held it in 3 quarters. The position peaked at $11.9M in Q4 2024. 487 funds tracked by Wall St. Rank hold SF as of Q2 2025.

  • Cookson Peirce & Co reported no remaining Stifel position as of Q2 2025 after selling out during the quarter.
  • Cookson Peirce & Co sold 166,767 Stifel shares in Q2 2025, an estimated $10.5M.
  • Cookson Peirce & Co first reported a position in Stifel in Q3 2024 and held it in 3 quarters.
  • Cookson Peirce & Co's Stifel position peaked at $11.9M in Q4 2024.
  • 487 funds tracked by Wall St. Rank held Stifel as of Q2 2025.

Based on Cookson Peirce & Co's 13F filing for Q2 2025, filed 30 Jul 2025.